SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)442,192,443.0
- RAUM (discretionary)442,192,443.0
- Actionable assets134,560,983.0
- Accounts (total)2,832.0
Institutional Clients
- Government AUM—
- Pension AUM297,671.0
- Charitable AUM4,797,655.0
- HNW AUM129,465,657.0